UNAPEN Releases Next Generation of Client Relationship Management Software, ClientLogix™ v.3.6

ClientLogix 3.6 introduces dashboard technology, mobile capabilities, improved
Portfolio Accounting System integration, and greater user-customization

Wallingford, CT: July 27, 2006—UNAPEN, Inc., a leading provider of business intelligence solutions for the Financial Services industry, today announced that it has launched the latest version of its world-class Client Relationship Management (CRM) solution, ClientLogix 3.6.

ClientLogix is a Client Relationship Management and Business Intelligence solution tailored to the Asset Management community. Built on a flexible business relationship model, the backbone of any CRM, ClientLogix provides numerous 360° business views of Assets Under Management from the user’s Portfolio Accounting System. Featuring the proven strengths of the market leading CRM product Sage SalesLogix®, ClientLogix provides a portal into contact and financial information in an intuitive and easily-navigable database. Put simply, ClientLogix turns complex data into real business information, enabling users to truly capitalize on sales and marketing opportunities and run their business with utmost efficiency.

“This release of ClientLogix truly demonstrates UNAPEN’s commitment to providing a complete CRM solution to the Asset Management community. We performed extensive market research and client usability seminars, and incorporated our findings into an aggressive release schedule culminating in 3.6,” said Brian Kish, Vice President of Product Management at UNAPEN. By leveraging the newest release of SalesLogix (6.2) and exploiting the latest trends in Business Intelligence and Usability, ClientLogix 3.6 is a well balanced blend of technology and business enhancements.

“In addition, UNAPEN has continued to refine our implementation model and expand our adoption strategy. Our best practices are not only an integral part of our product, but represent key success factors that we feel truly differentiate us. Hands-on solution adoption represents the ultimate delivery of key stakeholder value, and no implementation is considered complete without it.”

The latest version of ClientLogix™ unveils the following:

	SalesLogix 6.2: The SalesLogix 6.2 upgrade represents a significant technical advancement, while also positioning for full .NET compliance with the planned release of SalesLogix 7.0, currently in beta. Some of the notable 6.2 improvements are to remote synchronization, performance, Outlook integration, Network support, graphics and VB Scripting. Additional capabilities have also been added to User Customization, Business Process Automation, Opportunity Management and Speed Search.
	Interactive Dashboards: UNAPEN’s Dashboards are an exciting delivery of breakthrough technology, representing the ultimate ease of use in truly leveraging your Business Intelligence. Interactive Dashboards eliminate the need to navigate multiple screens and sift through reports to understand your business. With Dashboards, users can view key business information automatically aggregated into dynamic grids and powerful graphs. Each dashboard is parameter driven, giving you the ability to answer a question, see the financial aspect of a multidimensional relationship, see trends, or simply plan your day. The Dashboards of ClientLogix™ put your business at your fingertips.
	Mobile Capabilities: ClientLogix Mobile™ delivers the winning combination of extreme flexibility and high security. Whether it’s client contact information or more sensitive data such as Assets Under Management, ClientLogix Mobile enables the selective delivery of chosen information to a particular device. Moreover, UNAPEN recognizes security is paramount. We have made sure that the three main factors in commercial grade security are accounted for; Authentication (Login), Privacy (Encryption) and non-repudiation (Audit).
	Improved Portfolio Accounting System (PAS) and other 3rd Party Integration (Connectors): UNAPEN introduces bidirectional capabilities to its PAS connectors. ClientLogix technology often plays the data traffic cop when moving information between systems. For example, address changes are commonly entered into ClientLogix and automatically propagated to the PAS and other systems, so there is no need for duplicate entry. This eliminates human error and improves back-office efficiency. Likewise, account openings, account closings, performance, holdings and transactions are all automatically loaded into ClientLogix from the PAS system. This information also may be propagated to other 3rd party systems for billing or reporting. With these improvements, UNAPEN continues to excel in the delivery of true back-office efficiency.
	Higher User-Customization Ability: Users can now decide which tabs they want to display on a screen. They can also choose columns, column order and default sort order. This is in addition to dynamic group/lists and reports that were already available. As always, real usability remains of utmost importance.
	Continued Investment in Ease-of-Use and Intuitive Interface: The hordes of data and underlying complexity of relationships involved in the business of Asset Management could easily overwhelm many of the “run of the mill” CRM products on the market today. In 3.6, ClientLogix remains committed to the one-click navigational paradigm, displaying “click through” relationships as if they were web links. This makes it extremely easy to visualize and navigate the relationships associated with the record you’re viewing. With ClientLogix 3.6, UNAPEN once again delivers on the promise of putting real business intelligence and usability in the hands of our clients.

“As top-performing managers in their asset classes, our clients have always driven product development and innovation at UNAPEN” noted Joe Walker, CEO of UNAPEN. “Last year’s usability sessions with our clients helped us reach new levels of functional excellence, not only in our products but in our implementation processes.”

About UNAPEN
UNAPEN, Inc. is a nationally recognized consulting and software development firm that has been delivering functional excellence to Asset Managers since 1991. Our mission is to partner with our clients to overcome the complex business and technical challenges inherent in today’s financial services industry. As a group of highly motivated professionals, we rank integrity and industry experience as our most important attributes. It is our commitment to bring to bear our expertise and knowledge to craft optimal solutions that ensure our clients’ success. More information can be found at www.UNAPEN.com or (203) 261-6111.

ClientLogix™ is a trademark of UNAPEN, Inc. All other company names or marks mentioned herein are properties of their respective owners.

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